Institutional Ownership Capital Group Divid Value ETF (CGDV)
This table provides information about the institutional ownership of Capital Group Divid Value ETF (CGDV). We have compiled data on the 627 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
7,984
shares
|
$342,353
0.02% of portfolio
|
Q3 2025
Added 50.44%
|
|
|
Auctus Advisors LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
7,962
shares
|
$341,410
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,853
shares
|
$336,736
0.04% of portfolio
|
Q4 2025
Added 4.85%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,810
shares
|
$334,892
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,806
shares
|
$334,721
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
7,794
shares
|
$334,206
0.14% of portfolio
|
Q2 2025
Added 24.56%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
7,743
shares
|
$332,019
0.23% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
7,516
shares
|
$322,286
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,450
shares
|
$319,456
0.09% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
7,442
shares
|
$319,112
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
7,413
shares
|
$317,869
0.02% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
7,393
shares
|
$317,011
0.13% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,290
shares
|
$312,595
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
7,274
shares
|
$311,909
0.02% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
7,170
shares
|
$307,449
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,118
shares
|
$305,219
0.02% of portfolio
|
Q3 2025
Reduced 89.88%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
7,095
shares
|
$304,233
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
7,091
shares
|
$304,062
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
7,022
shares
|
$301,103
0.09% of portfolio
|
Q4 2025
Reduced 7.1%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
7,000
shares
|
$300,160
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
6,896
shares
|
$295,700
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
6,674
shares
|
$286,181
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
6,639
shares
|
$284,680
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
6,575
shares
|
$281,936
0.13% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
6,486
shares
|
$278,119
0.02% of portfolio
|
Q4 2025
New holding
|
|